QuickBooks

Overview of the Quickbooks integration.

The following documentation is for Quickbooks v2.6.0.

Overview

Automate accounting workflows by managing bills and records in QuickBooks.

Setup

The following integrations need to be connected to your Kognitos workspace:

• Quickbooks

Steps

Follow these steps to connect the integration in Kognitos:

1

Navigate

Using the left navigation menu, go to Integrations → Explore Integrations.

2

Find

Search for the integration and click on it.

3

Connect

Click on Connect to add a connection to the integration.

4

Configure

Add a name for the connection. You'll be prompted for authentication details if needed. Then, click on Connect.

Authentication

Use one of the following authentication methods to connect this integration in Kognitos. Each method has its own configuration requirements.

Connect using token

Connects to QuickBooks using OAuth access token.

Label	Description	Type
token	The OAuth access token for QuickBooks authentication.	text

Actions

The following actions are available in the Quickbooks integration:

1. Attach a file to the bill and get the attachment

Upload an attachment to an existing bill in QuickBooks.

2. Create a bill

Create a new bill in QuickBooks from the provided bill details.

3. Create a bill from a purchase order

Create a new bill in QuickBooks based on an existing purchase order.

4. Create an invoice

Create a new invoice in QuickBooks from the provided invoice details.

5. Delete an invoice

Delete/void an invoice in QuickBooks.

6. Delete an invoice by id

Delete/void an invoice in QuickBooks by invoice ID.

7. Edit a bill

Edit an existing bill in QuickBooks by updating it with new information.

8. Edit an invoice

Edit an existing invoice in QuickBooks by updating it with new information.

9. Retrieve bills

Retrieve bills in QuickBooks from the company.

10. Retrieve customers

Retrieve customers in QuickBooks from the company.

11. Retrieve invoices

Retrieve invoices in QuickBooks from the company.

12. Retrieve items

Retrieve items in QuickBooks from the company.

13. Retrieve purchase orders

Retrieve purchase orders in QuickBooks from the company.

14. Retrieve vendors

Retrieve vendors in QuickBooks from the company.

15. Retrieve a report

Retrieve a specific report from QuickBooks.

16. Update an item

Update an existing item in QuickBooks.

Concepts

Quickbooks bill input

Input data for creating a QuickBooks Bill with mixed line item types.

Field Name	Description	Type
vendor	The vendor in QuickBooks.	json
items	List of line items (can be item-based or account-based).	list of list of any
terms	Optional sales terms name.	optional[text]
bill_date	The bill date in YYYY-MM-DD format.	optional[text]
due_date	The due date in YYYY-MM-DD format.	optional[text]
bill_no	Optional bill number.	optional[text]

Quickbooks vendor

A comprehensive representation of a QuickBooks Vendor.

Field Name	Description	Type
id	The unique identifier for the vendor.	text
display_name	The display name of the vendor.	text
company_name	The company name of the vendor.	optional[text]
first_name	The first name of the vendor contact person.	optional[text]
last_name	The last name of the vendor contact person.	optional[text]
print_on_check_name	The name to print on checks.	optional[text]
email	The primary email address of the vendor.	optional[text]
phone	The primary phone number of the vendor.	optional[text]
website	The vendor's website URL.	optional[text]
billing_address	The billing address of the vendor.	optional[quickbooks address]
account_number	The vendor's account number.	optional[text]
balance	The current balance owed to the vendor.	optional[number]
default_terms	The default payment terms for the vendor.	optional[text]
is_1099_contractor	Whether the vendor is a 1099 contractor.	optional[boolean]
is_active	Whether the vendor is currently active.	optional[boolean]

Quickbooks bill

A created QuickBooks Bill.

Field Name	Description	Type
id	The unique identifier of the bill in QuickBooks.	text
doc_number	The document number of the bill.	text
vendor_name	The name of the vendor.	text
total_amount	The total amount of the bill.	number
balance	The current balance of the bill from QuickBooks.	number
bill_date	The bill date.	optional[text]
due_date	The due date.	optional[text]
terms	The payment terms reference with id and name.	optional[json]
location	The department/location reference with id and name.	optional[json]
items	List of bill line items.	optional[list of list of quickbooks item or quickbooks account based line?]
custom_fields	List of custom fields associated with the bill.	optional[list of quickbooks custom field]
attachment_ref	The attachment reference if an attachment was uploaded.	optional[quickbooks attachment]
created_time	When the bill was created.	optional[text]
last_updated	When the bill was last updated	optional[text]

Quickbooks custom field

Represents a custom field in QuickBooks.

Field Name	Description	Type
definition_id	The unique identifier for the custom field definition.	text
name	The name of the custom field.	text
field_type	The type of the custom field (e.g., 'StringType').	text
string_value	The string value of the custom field.	optional[text]

Quickbooks attachment

An attachment to a QuickBooks bill.

Field Name	Description	Type
id	The unique identifier of the attachment in QuickBooks.	text
file_name	The name of the attached file.	text
note	Optional note associated with the attachment.	optional[text]
content_type	The MIME type of the attachment.	optional[text]
size	The size of the attachment in bytes.	optional[number]

Quickbooks purchase order

A created QuickBooks Purchase Order.

Field Name	Description	Type
id	The unique identifier of the purchase order in QuickBooks.	text
doc_number	The document number of the purchase order.	text
vendor_name	The name of the vendor.	text
total_amount	The total amount of the purchase order.	number
po_status	The status of the purchase order (e.g., "Open", "Closed").	optional[text]
po_date	The purchase order date.	optional[text]
due_date	The due date.	optional[text]
memo	Memo or notes for the purchase order.	optional[text]
private_note	Private note for the purchase order.	optional[text]
terms	The payment terms reference.	optional[json]
location	The department/location.	optional[json]
ship_method	The shipping method.	optional[text]
vendor_address	The vendor address for the purchase order.	optional[text]
ship_address	The shipping address.	optional[text]
exchange_rate	The exchange rate used.	optional[number]
global_tax_calculation	The tax calculation method.	optional[text]
items	List of purchase order line items.	optional[list of list of any?]
custom_fields	List of custom fields associated with the purchase order.	optional[list of quickbooks custom field]
created_time	When the purchase order was created.	optional[text]
last_updated	When the purchase order was last updated.	optional[text]

Quickbooks invoice input

Input data for creating a QuickBooks Invoice with mixed line item types.

Field Name	Description	Type
customer	The customer in QuickBooks.	json
items	List of line items (can be sales-item or description-only).	list of list of any
custom_fields	Optional list of custom fields for the invoice.	optional[list of quickbooks custom field]
terms	Optional sales terms name.	optional[text]
invoice_date	The invoice date in YYYY-MM-DD format.	optional[text]
due_date	The due date in YYYY-MM-DD format.	optional[text]
invoice_no	Optional invoice number.	optional[text]

Quickbooks customer

A comprehensive representation of a QuickBooks Customer.

Field Name	Description	Type
id	The unique identifier for the customer.	text
display_name	The display name of the customer.	text
company_name	The company name of the customer.	optional[text]
first_name	The first name of the customer contact person.	optional[text]
last_name	The last name of the customer contact person.	optional[text]
print_on_check_name	The name to print on checks.	optional[text]
email	The primary email address of the customer.	optional[text]
phone	The primary phone number of the customer.	optional[text]
website	The customer's website URL.	optional[text]
billing_address	The billing address of the customer.	optional[quickbooks address]
shipping_address	The shipping address of the customer.	optional[quickbooks address]
account_number	The customer's account number.	optional[text]
balance	The current balance owed by the customer.	optional[number]
default_terms	The default payment terms for the customer.	optional[text]
is_active	Whether the customer is currently active.	optional[boolean]

Quickbooks invoice

A created QuickBooks Invoice.

Field Name	Description	Type
id	The unique identifier of the invoice in QuickBooks.	text
doc_number	The document number of the invoice.	text
customer_name	The name of the customer.	text
total_amount	The total amount of the invoice.	number
balance	The current balance of the invoice from QuickBooks.	number
invoice_date	The invoice date.	optional[text]
due_date	The due date.	optional[text]
terms	The sales terms name.	optional[text]
items	List of invoice line items.	optional[list of list of quickbooks sales item line or quickbooks description only line?]
custom_fields	List of custom fields associated with the invoice.	optional[list of quickbooks custom field]
created_time	When the invoice was created.	optional[text]
last_updated	When the invoice was last updated	optional[text]

Quickbooks item

A QuickBooks item (product, service, or category).

Field Name	Description	Type
id	The unique identifier for the item	text
name	The name of the item	text
type	The type of item (Service, Inventory, NonInventory, Category, etc.)	text
sku	The SKU code for the item	optional[text]
description	Description of the item	optional[text]
unit_price	The unit price for sales	optional[number]
purchase_cost	The cost to purchase the item	optional[number]
qty_on_hand	Quantity on hand (for inventory items)	optional[number]
income_account_ref	Reference to the income account	optional[json]
expense_account_ref	Reference to the expense account	optional[json]
asset_account_ref	Reference to the asset account	optional[json]
parent_ref	Reference to the parent category (for sub-categories)	optional[json]
is_active	Whether the item is active	optional[boolean]
sync_token	The sync token for updates	optional[text]
created_time	The timestamp when the item was created	optional[text]
last_updated	The timestamp when the item was last updated	optional[text]
taxable	Whether the item is taxable	optional[boolean]
fully_qualified_name	The fully qualified name of the item	optional[text]
purchase_desc	Purchase description of the item	optional[text]
track_qty_on_hand	Whether to track quantity on hand	optional[boolean]
inv_start_date	The inventory start date (for inventory items)	optional[text]
domain	The domain of the item	optional[text]
sparse	Whether the item is sparse	optional[boolean]

Quickbooks report

A QuickBooks report with its header, columns, and grouped table sections.This concept represents quickbooks reports, where data is organized into logical groupings.

Field Name	Description	Type
report_type	The type of report that was generated	enum[account_list_detail, ap_detail, ap_summary, ar_detail, ar_summary, transaction_list]
header	Header information containing report metadata	json
columns	Column definitions for the report	list of json
tables	List of table sections, each representing a grouped data section	list of json
Name	Type
------	----------------
id	optional[text]
name	optional[text]
Name	Type
------	----------------
id	optional[text]
name	optional[text]
Name	Type
------	----------------
id	optional[text]
name	optional[text]
Name	Type
------	----------------
id	optional[text]
name	optional[text]
Name	Type
------	----------------
id	optional[text]
name	optional[text]
Name	Type
------	----------------
id	optional[text]
name	optional[text]
Name	Type
------	----------------
id	optional[text]
name	optional[text]
Name	Type
------	----------------
id	optional[text]
name	optional[text]
Name	Type
-----------	----------------
col_type	text
col_title	text
metadata	optional[json]
Name	Type
----------	----------------
header	text
data	table
type	text
group	optional[text]
raw_data	optional[json]